See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,597 | $45,035+41.2% | $62,995+1.0% | $70,131-9.3% |
| Participation rate | 61.9% | 69.5%-7.6pp | 74.8%-12.9pp | 69.5%-7.6pp |
| Annual return | 17.09% | 18.76%-1.7pp | 87.57%-70.5pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,878 | $2,051-8.5% | $2,759-31.9% | $2,342-19.8% |
| Participant deferral / active EE | $2,646 | $2,465+7.4% | $3,329-20.5% | $3,332-20.6% |
| Admin fee / account holder | $2,542 | $2,834-10.3% | $3,600-29.4% | $4,645-45.3% |